Important: if you are an Outstanding Plan customer with multi-site access, a member of the team with Group Admin access will need to set the template up for your service. A Group Admin log in needs to be a different email address to your Care Office log in.
Please contact us if you're unsure about how to access the Group Dashboard.
If you're on our Pro Plan and have admin access, click on the settings cog and select the Needs & Skills tab
You can add skills by clicking on the 'Add a new skill' button and entering the details in the form.
Skill - select from dropdown list or enter a custom skill by typing
Training - enter name of training course or certification. If there isn't one needed for the skill, select the 'No training required' box.
If there training is required for this skill, you can record how long certification is valid for
You can then select the service user needs this training covers. Only needs added here can be assigned to service users
Finally, select a category for this need and hit 'Confirm'
You can edit the details of a skill and add more needs at any time by clicking on it.
Once you have added skills and training for your service which cover all your service user needs, you can assign needs to your service users.